How It Works
Create Tasks and Reminders for You and Your Fellow Employees
With ProDBX’s Task Management, you can create tasks for your fellow employees and even yourself! Specify which tasks should receive higher priority using our built-in priority function. The red flame stands for highest priority, while the gray flame stands for the lowest priority.
- Create a task or reminder for a specific user
- Specify exactly when the user will be reminded
- Dictate urgency, with red being highest priority
Everything is Connected
Create tasks and notes for your clients. You can forward existing tasks and all notes to other employees or clients themselves. On top of that, you can view every task that was made for client. This makes it much easier to communicate between everyone related.
- Create a task for a client or employee
- Forward the task to the client or another employee without having to create another task
- View all tasks related to a client or user
Prioritize
With our built-in priority function, you can view and organize your list of tasks based on priority. This will help provide insight onto which tasks should take precedence over others. Organize your agenda based on the urgency of your tasks and set as many reminders for yourself whenever!
- View your tasks based on coded heat levels of priority
- Easily snooze tasks to remind you later that day, several days later, or at a specific time and date
Search
Stay organized and on top of your game by searching and sorting through all your tasks using the handy search tool located within the Task Management App!
- Click on the magnifying glass in the upper right-hand corner
- Use the powerful search engine to dig through the archives of user tasks
- View and help prioritize other users’ task lists
Task Conversation
Stay connected and in tune with your other employees via conversation. With ProDBX’s Task Management, you can not only create tasks, but have conversations within them as well! This helps keep any notes you exchange organized and discussions on topic.
- Start discussions about the task in the task itself
- Maintain organization and on topic conversation
- Easy to update and notify each other about the progress
- User tasks will always be visible to them no matter what they are working on
Next app: Accounting & Banking
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